Settings
82 results found
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Team Member CSV Upload
Please make CSV upload available for users. This would be most beneficial for new customers who are inputting new users. I just finished inputting over 100 users and would have found this very beneficial.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Template fields for Assignee info
I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Format changes to allow names with accents to keep names correct and not generic spelling
Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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We need an automation rule that is event based, and occurs when a document is created.
I would like an automation to remind me to review and send our Final Inspection report when our Field Supervisor creates the Final Inspection document.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Hide from List function on Lead Source
Apply the Hide from List function to the Lead Sources.
Reasoning behind it - Marketing would like to track lead source effectiveness so they don't want anyone who is manually entering data to select their specific Lead Sources.
Hidden from List would still need to be available to use through Zapier.
OR - Ability to Restrict Lead Sources by Access Profile2 votesMerged with other ideas, fixed, or declined.
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Opt out of Color selection for Beacon line items
Have the ability to opt out of selecting the color in line items for Beacon in estimates.
2 votesRarely requested
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Automation Trigger to Change Sales Rep
i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.
2 votesMerged with other ideas, fixed, or declined.
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Reminder Email about annually account renewals
Have a reminder email go out before a payment is withdrawn, to pay for JobNimbus. Especially, if it's a significant amount of money.
2 votesMerged with other ideas, fixed, or declined.
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Have the option to turn off the view for uploaded documents
In Access Profile, I would like an option, to turn off the access to view uploaded documents. I created a JobNimbus account for my subcontractor and don't want to give him access to this type of info.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Create tasks through automations that don't appear on the calendar
We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.
1 voteMerged with other ideas, fixed, or declined.
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Access Profile Setting Status Change
Create a setting to allow a user to view all contacts and jobs to take notes and such but disable them from changing their statuses.
1 voteMerged with other ideas, fixed, or declined.
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Add additional criteria for Alerts
In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"
1 voteMerged with other ideas, fixed, or declined.
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Turn Off ID Number Feature
I wish that we had the ability to just remove the JobNimbus contact id's all together. Just the option to turn off this feature would be great!
1 voteMerged with other ideas, fixed, or declined.
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Admin needs to be able set notifications globally for all users
Admin should be able to set all user notifications globally.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add Actives as a Record access in Access profile
Having the option to only let some user view certain or none of the actives. Such as Notes, Changes made to the profile or Email activity.
1 voteMerged with other ideas, fixed, or declined.
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"Staging site" for workflows
Ability to do something like you would in a staging site, as in when building websites, where you could edit workflows and keep the old version live until ready to publish changes.
1 voteMerged with other ideas, fixed, or declined.
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Job Display Name Format
After working with Jobs, it can become confusing to see Job Display Names populate identically to Contacts. Often times we need to update this manually, as it causes confusion when the related records have the same name. Would like to see if it is possible to have a separate setting for Jobs from Contacts.
1 voteMerged with other ideas, fixed, or declined.
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Deleting just photos - Access profiles option
Ability to give team members the ability to delete just photos no other records or documents
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Stop Automations from triggering multiple times
Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.
2 votesMerged with other ideas, fixed, or declined.
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Automations based off empty fields
I would like to build automations based on an empty or blank field
1 voteMerged with other ideas, fixed, or declined.
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